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Name Net increased
positions
Increased positions Reduced positions Return since
30 Sep ‘23
RMTI icon
2001
Rockwell Medical
RMTI
$26.2M
6 11 5 68.1%
NRT
2002
North European Oil Royalty Trust
NRT
$81.7M
6 9 3 27.2%
IIF
2003
Morgan Stanley India Investment Fund
IIF
$210M
6 14 8 0.27%
DHF
2004
BNY Mellon High Yield Strategies Fund
DHF
$171M
6 22 16 9.81%
FLIN icon
2005
Franklin FTSE India ETF
FLIN
$2.69B
6 10 4 9%
ECVT icon
2006
Ecovyst
ECVT
$1.36B
6 61 55 26.6%
CDRE icon
2007
Cadre Holdings
CDRE
$1.32B
6 31 25 15.8%
GCV
2008
Gabelli Convertible and Income Securities Fund
GCV
$92.7M
6 15 9 22.7%
MIN
2009
Aberdeen Intermediate Income Fund
MIN
$273M
6 23 17 10.4%
FEMB icon
2010
First Trust Emerging Markets Local Currency Bond ETF
FEMB
$354M
6 18 12 7.17%
UDN icon
2011
Invesco DB US Dollar Index Bearish Fund
UDN
$107M
6 10 4 2.94%
LAND
2012
Gladstone Land Corp
LAND
$368M
6 59 53 40.1%
DMB
2013
BNY Mellon Municipal Bond Infrastructure Fund
DMB
$197M
6 20 14 7.66%
BRLT icon
2014
Brilliant Earth
BRLT
$18.5M
6 17 11 61.4%
BELFB
2015
Bel Fuse Inc Class B
BELFB
$3.88B
6 48 42 472%
WES icon
2016
Western Midstream Partners
WES
$19.6B
6 65 59 74.3%
SSTI icon
2017
SoundThinking
SSTI
$107M
6 25 19 53.8%
IMVP
2018
Invesco India ETF
IMVP
$122M
6 16 10 16.4%
NCMI icon
2019
National CineMedia
NCMI
$354M
6 12 6 16%
CGAU
2020
Centerra Gold
CGAU
$3.22B
6 37 31 230%
MASS icon
2021
908 Devices
MASS
$293M
6 29 23 7.21%
XJUN icon
2022
FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
$136M
6 28 22 33.7%
XHLF icon
2023
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
$1.94B
6 23 17 0.04%
VTMX icon
2024
Vesta Real Estate
VTMX
$3.12B
6 16 10 2.4%
UTEN icon
2025
US Treasury 10 Year Note ETF
UTEN
$287M
6 7 1 0.82%